Senior Administrators - financial services

Direct Appointments
Cardiff (Caerdydd)
31 Mar 2018
20 Apr 2018
Contract Type
Full Time
Our client is a multi-award winning financial services firm with offices in Cardiff, London, & Bristol. Due to their continued success they are looking to expand exponentially in 2018 and require a number of Senior Administrators to work in their professional support team.

As a senior Administrator you will provide a professional support administration and credit control service to assist the Financial Planners, Paraplanners.

The role and responsibilities of the Administrator:
• Adding information to database along with fees and commissions.
• Accurate processing of New Business applications
• Send Letters of Authority and Change of Servicing Letters to Providers
• Chase providers for policy information
• Checking policy information once received, uploading to back office system
• Processing applications to Providers/Lenders and Solicitors.
• Issuing Acknowledgement letters to clients.
• Dealing with any queries from clients and /or Providers and Financial Planners.
• Assist with invoicing and credit control for all company fees
• Attend Weekly Team Meetings and monthly Open Forum meetings for the Professional Support Team
• Acknowledging payment of invoices to clients and chasing payment of invoices
• Providing relevant information to senior managers on weekly / monthly basis

Qualifications for the Administrator:
•Ideally you should have an understanding or either administration, payroll or credit invoicing practices;
•Possess good IT and Keyboard skills, be accurate, a good communicator and possess an excellent telephone manner;
• Experience of working in a busy administration role/team;
• Previous work in Financial Services industry is desirable but not essential.

Applications required ASAP as interviews will commence immediately.

In return, you can expect a very £competitive salary, superb career opportunities and personal advancement as the company is growing exponentially and possesses a work based culture that any employer in this sector will be hard pressed to beat

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